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Best financial advisors in Waddell, AZ

Registered advisers within 25 miles of Waddell, AZ.

Offices
428
Firms
157
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,217,364 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
CLARUS WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
STRATEGIC INCOME GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
AE WEALTH MANAGEMENT, LLC
SUNSTREET SECURITIES, LLC
LPL FINANCIAL LLC
TACTIVE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KENNETH ROBERT GROSSMAN
Anthony Joseph Carrao
Nora Angelica Rodriguez
John Edward Fanning
Amy Caroline Jones
BERT ALLEN COOPER
THERESA ANN FANNING
JONATHON ALLEN STAATS
JOSHUA ALLEN COOPER
Kenneth R Hartley
SHERRY ANN HARDIN
Charles Wesley Belton
EDGAR ADRIAN LOPEZ
MARVIN OSBALDO ROSALES
KERI ANN ALCOS
Cody Schrader
CHRIS W FUSSELMAN
DANA L PAYNE
ROGER DENNIS WOOD
GARY WAYNE ROGERS
KATHRYN ANNE CAMPBELL
MICHAEL ANTHONY TREZZA
BRYCE PRIBYL
SHANE FOSTER
MUNIB SAID HADDAD
DAVID LEE FELLOWS
Jorge Eduardo Zavala Mora
MARC JAMES SALEM
Casey Cason
DAN DEAN KAUFFMAN
Michael G Ulrich
ROD GLISIC
KAREN L GREEN
Emily C DeFine
NICOLAS B CASTANEDA
BRETT MICHAEL WOODS
MARYSE ANNE MARSHALL
DENNIS W BUTNER
TIMOTHY TANNER LOVELL
CAROL M CROMER
Stephen ALFRED Moran
MARK DAVID NEWCOMB
Jeffrey Alan Beneteau
Jairo J Gomez
Diane Doyle

Within 25 miles of Waddell, AZ, Best Investors lists 157 registered investment advisory firms with 428 offices nearby, managing about $14.3T in combined regulatory AUM across 3,217,364 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Waddell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM